Gateway Shareholder
One Platform. Total Visibility. Seamless Shareholder Experience.
Whether you’re managing a strategic acquisition or a complex secondary sale, Gateway Shareholder removes the friction and brings speed, clarity and confidence to every stakeholder involved.
Your M&A Closing Just Got Smarter
Gateway Shareholder is Western Alliance Bank’s powerful digital hub designed to streamline every step of the shareholder experience — from document execution to disbursements and tax reporting. Purpose-built for a smooth experience towards exit, this intuitive platform delivers real-time access to all aspects of shareholder exit and documentation management in a single, centralized environment.
What Sets Gateway Shareholder Apart
- 24/7 Access, Anywhere: Mobile-friendly and always on for both U.S. and non-U.S. holders.
- Customized User Experience: Tailor documents, branding and workflows to match your transaction needs and deliver a polished, seamless shareholder experience.
- Digital Execution & Security: Collect executed documents securely online — no more printing, mailing or chasing paperwork before closing. Full tabulation and tracking means securityholders can be paid on closing.
- Real-Time Visibility for Deal Parties: Track payments, signatures and shareholder activity in real time — all from Gateway Client.
- Voting, Tallying & Reporting: Built-in tools simplify third-party consents and shareholder votes with automated tracking and results export through our pre-closing solicitation feature.
- Full-Service Tax Reporting: From 1099s to IRS compliance, we handle year-end reporting so you can stay focused on strategic goals.
- Smooth and Efficient: Gateway Shareholder’s dynamic setup takes the guesswork out of document execution. All forms are pre-populated and the Gateway Shareholder experience is customized by security type or other determining factors resulting in securityholders only seeing and experiencing pertinent forms or data.
- Intuitive Logic: Gateway Shareholder assigns forms based on intuitive factors. For example, Gateway Shareholder can assign tax forms based on basic inputs such as entity type, citizenship, address, etc. Similarly, based Gateway Shareholder can assign a form of spousal consent to individuals or joint tenants based on community property jurisdictions.
We’ll Help You:
- Digitally distribute, collect and execute documents required for closing and payment
- Ensure shareholders are paid quickly and accurately
- Track real-time transaction progress and payment status
- Manage consents, votes and document-based decisions
- Collect and verify shareholder tax information securely
- Administer compensation payments to former employees
- Manage vesting schedules for restricted or unvested cash
Built for Precision. Backed by People Who Get It.
Gateway Shareholder is more than just a platform — it’s a smarter way to close deals. Our relationship-driven team supports you every step of the way, ensuring a smooth experience for buyers, sellers, advisors and shareholders alike.
Reach a Banker
Contact Our Business Escrow Services Team